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Vanguard Dividend Appreciation ETF

2,259 hedge funds and large institutions have $39.4B invested in Vanguard Dividend Appreciation ETF in 2025 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 928 increasing their positions, 855 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,259
Holders Change
-34
Holders Change %
-1.48%
% of All Funds
30.68%
Holding in Top 10
261
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-5.78%
% of All Funds
3.55%
New
117
Increased
928
Reduced
855
Closed
96
Calls
$126M
Puts
$25.1M
Net Calls
+$101M
Net Calls Change
+$21.1M
Name Holding Trade Value Shares
Change
Shares
Change %
AHC
1326
Anderson Hoagland & Co
Missouri
$781K -$1.22K -7 -0.2%
LCM
1327
LVM Capital Management
Michigan
$781K
BPWM
1328
Badgley Phelps Wealth Managers
Washington
$775K +$290K +1,496 +60%
CPSAC
1329
Chas P. Smith & Associates (CPS)
Florida
$774K -$2.72K -14 -0.3%
PAWA
1330
Palo Alto Wealth Advisors
California
$774K +$2.56K +13 +0.3%
CWD
1331
Clarity Wealth Development
Oregon
$774K -$29K -152 -4%
WTFG
1332
Wood Tarver Financial Group
Idaho
$773K -$1.94K -10 -0.3%
WCP
1333
Wick Capital Partners
Pennsylvania
$773K +$122K +628 +19%
PMSA
1334
Patrick M. Sweeney & Associates
Illinois
$772K +$28.1K +145 +4%
AWP
1335
Ascent Wealth Partners
New York
$770K -$11.6K -60 -1%
RMC
1336
Ring Mountain Capital
California
$768K +$13.2K +68 +2%
BWA
1337
Bordeaux Wealth Advisors
California
$768K +$3.3K +17 +0.4%
BTW
1338
Boston Trust Walden
Massachusetts
$767K
SP
1339
Sequent Planning
Nebraska
$766K -$5.82K -30 -0.8%
AIS
1340
AM Investment Strategies
Tennessee
$765K
CFFP
1341
Center for Financial Planning
Michigan
$765K +$140K +722 +22%
FCIM
1342
Fairview Capital Investment Management
California
$764K -$1.75K -9 -0.2%
MTIC
1343
Missouri Trust & Investment Company
Missouri
$761K -$93.3K -481 -11%
IFA
1344
Independence Financial Advisors
New Hampshire
$761K +$761K +3,922 New
RIG
1345
RiverFront Investment Group
Virginia
$759K
CBA
1346
Coastal Bridge Advisors
Connecticut
$753K +$753K +3,882 New
SLT
1347
St Louis Trust
Missouri
$751K -$2.98M -15,350 -80%
GT
1348
Greenleaf Trust
Michigan
$750K +$8.92K +46 +1%
NA
1349
Nautilus Advisors
California
$747K -$70.6K -364 -9%
BI
1350
Bolthouse Investments
California
$746K +$746K +3,846 New